Molinos Juan Semino makes pasta, flour and related dry goods for the Argentine retail and food-service market, sold under its own brands and through private-label contracts. The thesis here is hard to make: revenue fell 9.8% in the latest reporting period, gross margin is only 7.4%, and operating margin is negative at -10.1%, so the business is currently losing money on operations and there is no earnings multiple to anchor on. The 31/100 score and the absence of any index membership reflect that weak profile. A deeper look would need to establish whether the revenue decline is cyclical, driven by price elasticity in a high-inflation economy, or structural, and whether management has a credible path back to positive operating margins. Until that is answered, the case rests on the defensive nature of staple food demand rather than on any measurable advantage the company currently shows.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | ARS 11.00 | first publication | ARS 13.60 |
Answered from Molinos Juan Semino SA fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SEMI.BA Molinos Juan Semino SA | ARS 12.95 | - | - | - | -0.2% | 31 | 29 |
| AGTIRA-B.ST Agtira AB | kr 2.29 | - | - | - | -28.2% | 43 | 44 |
| LOCL Local Bounti Corporation Common Stock | $0.94 | - | - | - | -2448.3% | 13 | 23 |
| PFAI Pinnacle Food Group Limited Class A Common Shares | $3.66 | - | - | - | -42.7% | 35 | 35 |
| GTK.DE Tonkens Agrar AG | €7.80 | - | - | - | -16.6% | 34 | 38 |
| ALKKO.PA KKO International SA | €0.06 | - | - | - | 0.9% | 47 | 42 |
| SDOT Sadot Group Inc. Common Stock | $7.37 | - | - | - | -392.8% | 13 | 37 |
Where SEMI.BA ranks against its sector peers on each metric.